Lassiter Financial Advisors, LLC fees and pricing
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2023, Lassiter Financial Advisors, LLC charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“Fees are negotiated at the time of the engagement for such services, with a maximum hourly rate of $225/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lassiter Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees may be collected in advance or in arrears, depending on the Manager’s fee schedule.”
How Lassiter Financial Advisors, LLC’s fees compare
- Its hourly rate of $225 is below the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
- 4 of the 14 other planners in Marietta that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lassiter Financial Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153547
- Phone
- (770) 364-7479
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Masterplan Retirement ConsultantsMarietta$195/hr, $750-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.